Stephan R. Leimberg, JD, CLU, Keeping Current editor and nationally-known estate and financial planning authority, has assembled a group of financial services experts to join him in discussions concerning the latest developments in today’s complex planning environment.
Each quarterly issue of Keeping Current delivers:
- An expert analysis and discussion of the latest tax cases and rulings in Podcast or CD format.
- Web access to supporting documents, cases studies, court rulings and commentaries
- A listing of recommended articles from leading industry journals
- Access to searchable database of back issues.
Keeping Current is a top-notch resource for practical guidance and expert commentary on topical tax cases and rulings. Previous topics have included Charitable Uses of Life Insurance, Corporate Owned Life Insurance, Section 419A Plans, Minimum Distribution Rules for Qualified Plan, plus many more.
Jonathan Blattmachr, Esq.; Charles Ratner, JD, CLU, ChFC; Lee Slavutin, MD, CLU; Natalie Choate, Esq.; Larry Brody, Esq.; Randy Zipse, Esq., CPA; and Stanford Wynn, JD, LLM, CLU, ChFC, are just a few of the top practitioners serving on KC's Board of Advisers.